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Ann Dempster, managing director of Plum Software, reveals how technology can help advisers take advantage of the 2012 gender directive.
This week, Mark Loosmore of AT8 Group examines start-up Network Direct’s use of the Plum practice management system.
A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published.
Other Plum Software articles
The recent major security breach at Sony, which saw hackers steal the personal data of millions of PlayStation Network users, once again demonstrated the risk of losing data online.
Ann Dempster, managing director of Plum Software, explains how to plan a strategy to get the most out of your IT resources
F&TRC has released the findings of its inaugural survey of IFA software systems.
As part of our series of practice management reviews, AT8’s Mark Loosmore looks at Plum Software's latest offering.
Cloud computing offers advisers a cost effective way to store virtual IT infrastructure. However, is the cloud a safe place for your business data?
This week, AT8’s Mark Loosmore sums up the key lessons learnt from visiting 15 firms.
AT8 Group’s Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.
Ann Dempster, managing director of Plum Software, looks at adviser strategies for recovery.
Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...
As part of a series for Professional Adviser, AT8 Group’s Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Castle Court Consulting
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